Episode 505: There Could be Extra Innings
Software Defined Talk
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Intro
The speaker shares their experience at the Configuration Management Camp in Ghent, highlighting the event's atmosphere and famous Belgian waffles. They discuss their presentation on balancing public and private cloud usage, exploring the evolving terminology and perspectives surrounding cloud technology.
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Episode notes
This week, we discuss cloud’s never-ending “early innings,” OpenAI Canvas vs. Gemini, and Dell’s RTO reversal. Plus, is there such a thing as too much optimism?
Watch the YouTube Live Recording of Episode 505
Runner-up Titles
- Fastball to the head
- Not enough AI eggs
- Toxic Positivity
Rundown
- Cote’s Early Innings Research
- Cloud Revenue
- Microsoft Q2 cloud revenue falls short of expectations, sending the stock lower
- Alphabet shares drop as much as 9% on revenue miss, soaring AI investments
- Google parent Alphabet’s earnings disappoint Wall Street amid stiff AI competition
- DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts
- DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts
- Dell RTO Timeline
- 5 Signs Your Optimism Is Hurting Your Team
Relevant to your Interests
- Jack Dorsey’s Block has an AI agent too
- Can We Build a Five Gigawatt Data Center?—Asterisk
- Purely AI-generated art can’t get copyright protection, says Copyright Office
- 'Everything I Say Leaks,' Zuckerberg Says in Leaked Meeting Audio
- What Elon Musk should learn from Larry Ellison
- DOGE, Software, and Government
- DOJ sues to block HP Enterprise from buying Juniper Networks
- Mark Zuckerberg to employees in leaked all-hands meeting: ‘buckle up’
- There’s Something Very, Very Wrong With Tech Today.
- Microsoft Enforces Tougher Layoff Rules: No Severance, Immediate Termination
- Apple reportedly gives up on its AR video glasses project
- uBlock Origin is dead for Chrome, but ad blockers live on
- Add F*cking to Your Google Searches to Neutralize AI Summaries
- Palantir soars 24% to record high as AI powers strong earnings and guidance
- 'Eternal' 5D memory crystal capable of storing 360 TB of data for billions of years now holds a full human genome
- AI Company Asks Job Applicants Not to Use AI in Job Applications
- OpenAI's nightmare: Deepseek R1 on a Raspberry Pi
- Why Chinese AI has stunned the world
- Why the AI world is suddenly obsessed with a 160-year-old economics paradox
- OpenAI Furious DeepSeek Might Have Stolen All the Data OpenAI Stole From Ue
- Exposed DeepSeek Database Revealed Chat Prompts and Internal Data
- Gurman: Apple is launching new iCloud service as soon as this week, codenamed "Confetti" - 9to5Mac
Nonsense
- Funny note from JP Morgan Analyst about Tesla
- Waffle House is passing along the sky-high cost of eggs to diners with a 50-cent surcharge
- Optimized Charging
Listener Feedback
Conferences
- Civo Navigate North America, San Francisco, Feb 10-11, 2025
- DevOpsDayLA at SCALE22x, March 6-9, 2025, discount code DEVOP
- VMUG NL, March 12th, Coté speaking.
- DevOpsDays Chicago, March 18th, 2025.
- SREday London, March 27-28, Coté speaking. 10% with code LDN10.
- Monki Gras, London, March 27-28, Coté speaking.
- Cloud Foundry Day US, May 14th, Palo Alto, CA
- NDC Oslo, May 21-23, speaking.
- KubeCon EU, April 1-4, London.
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